Uptown Financial Advisors LLC
Q2 2025 13F Holdings
- Locationdallas, TX
- Num holdings
75
- Value ($000)
$116,735
- Date Filed07/10/2025
- Form type13F-HR
- CIK0002066147
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $13.76M | 12 % | 31,383 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.74M | 8 % | 31,244 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $7.63M | 7 % | 69,809 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $7.44M | 6 % | 142,144 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $6.50M | 6 % | 82,616 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $5.98M | 5 % | 139,914 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.96M | 4 % | 9,000 | put | |
KRE SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $4.71M | 4 % | 49,410 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $3.57M | 3 % | 46,141 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $3.49M | 3 % | 19,731 |
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